-59.8%
EWV vs VT
+57.5%
-117.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +1.6% |
| 7D | +3.5% | -0.1% | +3.6% | +4.3% |
| 30D | +15.9% | -3.1% | +18.9% | +11.0% |
| 3M | +11.7% | -3.5% | +15.2% | +6.8% |
| 6M | +0.2% | +0.5% | -0.3% | +5.4% |
| YTD | -25.7% | +10.8% | -36.5% | -3.4% |
| 1Y | -25.4% | +11.9% | -37.3% | -0.9% |
| 3Y | -64.1% | +73.0% | -137.1% | +8.2% |
| 5Y | -59.8% | +58.6% | -118.4% | +21.6% |
| All | -59.8% | +57.5% | -117.3% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling